WA
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Waverly Advisors’s Trade Desk TTD Stock Holding History

Waverly Advisors’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,677
Closed -$253K – 1672
2025
Q4 		$253K Sell
6,677
-995
-13% -$44.1K ﹤0.01% 1280
2025
Q3 		$376K Sell
7,672
-3,630
-32% -$230K ﹤0.01% 954
2025
Q2 		$814K Sell
11,302
-10,847
-49% -$693K 0.01% 669
2025
Q1 		$1.21M Buy
22,149
+9,993
+82% +$904K 0.01% 569
2024
Q4 		$1.43M Buy
12,156
+7,605
+167% +$941K 0.02% 448
2024
Q3 		$499K Sell
4,551
-20
-0.4% -$2K 0.01% 583
2024
Q2 		$446K Buy
+4,571
New +$412K 0.01% 602

Other funds holding TTD

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Waverly Advisors's TTD Position: Q1 2026 in Review

Waverly Advisors sold out of Trade Desk (TTD) in Q1 2026, closing a stake of 6,677 shares — an estimated $253K sold.

Waverly Advisors first reported a position in TTD in Q2 2024 and held it in 7 quarters. The position peaked at $1.43M in Q4 2024. 772 funds tracked by Wall St. Rank hold TTD as of Q1 2026.

  • Waverly Advisors reported no remaining Trade Desk position as of Q1 2026 after selling out during the quarter.
  • Waverly Advisors sold 6,677 Trade Desk shares in Q1 2026, an estimated $253K.
  • Waverly Advisors first reported a position in Trade Desk in Q2 2024 and held it in 7 quarters.
  • Waverly Advisors's Trade Desk position peaked at $1.43M in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Trade Desk as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.